How Do I Create A Territory Map?

A territory map is a geographic shape defining an area of responsibility.  Using best sales territory mapping software, a territory alignment map is typically created by selecting or compiling a list of geographic districts, usually ZIP codes, counties or states.  The software allows you to select a group of ZIP codes with a mouse/cursor selection tool or by import of a spreadsheet of preassigned ZIP codes associated with a column of territory names. Territory maps in business mapping software have both a visual color-shaded component and a data sheet view.

Territory mapping is certainly a popular use case for business mapping software. Territory maps, done correctly, provide a platform for shared business objectives and shared results, potentially driving growth. With MapBusinessOnline it’s easy to map sales territory.

Business map territory assignments are applied to many business applications.  We run into a lot of sales and marketing applications for our territory mapping software.  Specific sales and marketing applications include:

  • Franchise territory development
  • Manufacturing sales territories
  • Car dealership territories
  • Insurance company customer, claims, and agent territories
  • Healthcare mobile staff territories

To name a few.

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The steps to building a ZIP code territory map in business mapping software are:

  • Turn on the ZIP code layer
  • Create a spreadsheet with district column(s) and territory name column – import that list or,
  • Using a polygon search tool to select a group of zip codes and name each territory
  • Adjust the territory as required, adding or removing ZIP codes
  • Manipulate the territory data window view to match your analysis requirements

MapBusinessOnline, an affordable and easy-to-learn cloud-based business mapping option, makes sales territory mapping easy, compelling, and fun. Armed with no more than a laptop and a mouse, you can access, sign up for the FREE trial, and create a territory using the administrative district layer of preference.

Business map users most often apply ZIP codes to online territory mapping. For local and regional business, ZIP codes provide manageable areas of accountability which can be assigned to traveling clinicians, technicians, field agents or sales people. ZIP Codes also serve as convenient map administrative units that a lay person intuitively relates to.

Additional Options

Territories are also often built around county or state geographies. If your business is super local, perhaps located deep in a metropolitan area, you may consider Census Tracts as your best territory base layer. Census Tracts are wicked small, especially in high population areas. I’ve seen home-care orgs use Census tracts to monitor clinician territories, which in metro areas require a lot of subway travel, complicating life in general.

MapBusinessOnline as include MSA’s (Metropolitan Statistical Areas), a Census Bureau designation.  These are city focused marketing areas, similar to Nielsen’s DMA’s (which are pretty expensive to license, unfortunately.)

MapBusinessOnline also included City Limits which can be applied to sales territory mapping, if your business is strictly city or town based. The Music Man would have used City limits to track the towns and cities he conned, especially if he franchised the biz.

The Free Form Option

Sometimes companies want to avoid district based territories all together in favor of free-form territories. These approaches use highways, mountains, and rivers as territory boundaries.  This can be achieved in MapBusinessOnline by using draw tools to highlight areas manually. Read more about free form territories here.

Territory Analysis

Territory maps generated using business mapping software, include data analysis views that combine disparate data layers into a detailed assessment of a territory’s underlying business DNA. You’ll be able to add population, income and ethnicity layers (to name a few) while appending your own imported business data. Territory data analysis assigns measurable data results to business processes. In this way, whether your map is for sales, healthcare or field services, territory maps drive accountability. A sales rep understands his or her goal, a clinician understands her limit for new referrals in a week.

Territory selection polygons could also be generated by drive time searches. Import a list of home addresses for your sales representatives.  Conduct a drive time search from each home location searching 60 minutes in all directions. This drive time query will establish a jagged polygon representing a drive time of one hour along every possible road connection. Next, use this polygon to select your ZIP codes list for territory creation. Now your sales people understand how their proximity to home relates to their territory size. This approach is perfect for controlling travel expenses and minimizing sales overlap.

Your company could also compile preassigned lists of ZIP codes, counties, states, even Census tracts, with a corresponding territory naming column, and directly import such a data sheet into the map to create color shaded territories automatically. Even ex-Microsoft MapPoint users can convert their territories to new business mapping software, by exporting to Excel and importing into their new software.  Be sure to download the free Map App which now includes a MapPoint map project converter tool, as well as a free Map Viewer App for non-subscriber map sharing.

Once created and imported, territory maps can be easily adjusted. After all, nothing stays the same for long. You can simply click on ZIP codes, counties, state or Census tracts and add or subtract them from the target territory. Maintenance is as easy as a mouse click.

Territory mapping software is applied by millions of organizations to define areas of responsibility and measure progress against goals and objectives. Territories help to organize business processes for industrial sales, healthcare, field services, retail services, marketing agencies, and subscription managers – to name just a few types of businesses that use territory mapping.

Business mapping software, supporting territory alignment, is so affordable and easily applied today that companies without sales territories often go quietly out of business, never realizing what went wrong. Don’t be that company.

We recommend users access MapBusinessOnline via the downloadable Map App.

The Map App install is fast and easy. The Map App is a cloud-based service, once you’ve logged in you’ll have access to all of your previously saved maps and data. The Map App is a better user experience and provides access to more features than the Web App. The Flash-based Web App link will remain available until December 15, 2020.

The Map App includes the new Map Viewer app for free non-subscriber map sharing.


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